KW
CFP
KW
CFP

Kevin Russell Webber

20 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
23 advisors
Number of Clients
1,250 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$1.5M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$25M+0.30%

Fees may be negotiable in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Heritage Financial Services
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Strategic Advisers, INC.
August 2007 - September 2016 · 9 yrs 1 mo
Fidelity Brokerage Services LLCBroker
May 2005 - September 2016 · 11 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Kevin Russell Webber - Financial Advisor | TrueAdvisor